Sentences with phrase «for taxable bond funds»

The largest net inflows for taxable bond funds belonged to Loan Participation Funds (+ $ 518 million), while for muni debt funds the High Yield Muni Debt Funds (+ $ 408 million) peer group had the largest net inflows.

The largest net inflows for taxable bond funds belonged to High Yield Funds (+ $ 1.8 billion) and Core Plus Bond Funds (+ $ 589 million), while the majority of net outflows for the muni debt funds group came from the Short Muni Debt Funds -LRB-- $ 338 million).

Their collective Morningstar performance ratings (4.4 stars for the average domestic equity fund, 3.8 stars for taxable bond funds, 3.6 for international stocks and 1.9 for muni bonds) are well above average.

These returns compare to 5.39 % for taxable bond funds and 4.73 % for traditional fixed annuities over the same period.

Not exact matches

IRA / 401k contributions will amount to an extra $ 35 / mo, another $ 20 / mo for reinvested dividends, another $ 35 / mo for dividend increases, and another $ 30 / mo for contributions to my taxable brokerage bond funds.

Once you know that you can make an informed decision as to whether you will earn a higher return from a tax free state or national municipal bond fund or a taxable bond fund of a similar credit quality and average maturity (which is generally going to provide higher before tax returns) is going to be better for you.

The same goes for funds that pay «dividends» that include interest income from owning taxable bonds.

For your retirement accounts, that might mean holding taxable bonds, real estate investment trusts, actively managed stock funds and individual stocks you plan to trade in and out of.

One benefit of ZAG is that BMO offers a companion fund designed for taxable accounts: the returning All - star BMO Discount Bond Index ETF (ZDB).

For instance, in 2008, the Vanguard index fund returned 5.1 %, beating its peers — funds that invest mainly in taxable investment - grade, intermediate - term bonds — by an average of 9.8 percentage points.

High yield bond funds take higher risks with the goal of paying higher yields by investing primarily in securities that are either not rated, or have been rated below investment grade by the major ratings agencies — for taxable funds, BB and below.

In spite of market declines and rising yields, fund investors were net purchasers of equity funds (+ $ 3.5 billion), money market funds (+ $ 3.3 billion), taxable bond funds (+ $ 0.9 billion), and municipal bond funds (+ $ 229 million) for the fund - flows week ended April 25, 2018.

For the first week in three taxable bond funds (ex-ETFs) witnessed net inflows, taking in $ 891 million this past week.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by LippFor the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lippfor its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

I think most investors would be fine stopping there, but you can diversify more broadly if you wish — a TIPS or Treasury Inflation - protected Securities bond fund (not a bad idea for retirees), an international bond fund and, if you're investing in taxable accounts, a high - quality municipal bond fund.

For example, taxable bonds make a lot of income payments, and actively managed funds have frequent transactions that can result in higher capital gains.

What makes annuity products more attractive than stocks and mutual funds, as well as taxable or tax - free bonds, for funding IRAs is that they will not lose value.

It's logical to argue that taxable investments such as stocks, mutual funds and corporate bonds are more appropriate for all types of IRAs.

For example, a total U.S bond market index fund that tracks the Bloomberg Barclays U.S. Aggregate Bond Index — a good proxy for the taxable bond market overall — currently has a duration of about six yeaFor example, a total U.S bond market index fund that tracks the Bloomberg Barclays U.S. Aggregate Bond Index — a good proxy for the taxable bond market overall — currently has a duration of about six yebond market index fund that tracks the Bloomberg Barclays U.S. Aggregate Bond Index — a good proxy for the taxable bond market overall — currently has a duration of about six yeBond Index — a good proxy for the taxable bond market overall — currently has a duration of about six yeafor the taxable bond market overall — currently has a duration of about six yebond market overall — currently has a duration of about six years.

While fund investors were net redeemers of money market funds -LRB-- $ 24.2 billion), they padded the coffers of equity funds (+ $ 20.4 billion), taxable bond funds (+ $ 3.2 million), and municipal bond funds (+ $ 339 million) for the fund - flows week ended March 14, 2018.

Taxable bond mutual funds -LRB-- $ 276 million) and municipal bond mutual funds -LRB-- $ 273 million) both had negative net flows for the week.

Taxable bond funds (+ $ 3.5 billion) and money market funds (+ $ 1.9 billion) both took in net new money for the week, while municipal debt funds -LRB-- $ 247 million) experienced net outflows.

Despite market gains during the week, fund investors were net redeemers of equity funds -LRB-- $ 231 million) while being net purchasers of money market funds (+ $ 8.2 billion), municipal bond funds (+ $ 167 million), and taxable bond funds (+ $ 86 million) for the fund - flows week ended May 9, 2018.

Taxable bond funds (+ $ 6.3 billion) and equity funds (+ $ 4.6 billion) both saw their coffers grow for the week.

Scottrade offers a full range of investments to choose from, including stocks, bonds, mutual funds, and ETFs for a taxable account or a traditional, Roth, SIMPLE, or SEP IRA.

Borrowed money as a percentage of investment assets — an important yardstick known as the leverage ratio — was recently 29 %, modestly above the average 25 % for taxable closed - end bond funds.

For instance, the bond index fund might be placed in your RRSP because the income it generates is taxable at the top rate.

Another benefit of using ZAG is that it has a companion fund, the BMO Discount Bond Index ETF (ZDB), designed for taxable accounts.

For example, I diversify my portfolio across both taxable and retirement accounts, putting in the retirement accounts the funds that generate the most taxable gains (e.g., REITs and bond funds).

NEW YORK — Investors withdrew US$ 6.6 billion from U.S. stock and taxable - bond mutual funds during the week that ended Dec. 2, Lipper data showed, marking the fourth straight week of outflows for those investments.

Taxable bond mutual funds (+ $ 473 million) and municipal bond mutual funds (+ $ 318 million) both had net inflows for the week.

In this article, we consider taxable bond funds with a $ 10,000 maximum initial deposit for a taxable account.

Depreciation on your computer or cellular phone, but only for the part of the time you use your equipment to keep track of your taxable investments (stocks, bonds, mutual funds) or as part of your job, if required by your employer

Traditional bond funds, for example, are a poor choice in taxable accounts, and all of the new Vanguard ETFs include a significant amount of fixed income.

There are many ways that you can reduce the tax liability for bond funds that you own in taxable accounts.